Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$41.8K Buy
2024
Q4
$23.4K Sell
2024
Q3
$52.3K Sell
2024
Q2
$37.7K Sell
2024
Q1
$48.9K Sell
2023
Q4
$53.9K Hold
2023
Q3
$60.4K Sell
2023
Q2
$67.1K Hold
2023
Q1
$82.3K Buy
2022
Q4
$68.7K Sell
2022
Q3
$215K Sell
2022
Q2
$394K Sell
2022
Q1
$473K Buy
2021
Q4
$488K Buy
2021
Q3
$492K Buy
2021
Q2
$452K Buy
2021
Q1
$326K Buy
2020
Q1
Sell
2019
Q4
$127K Buy